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Resource Hub

Collective Investment Trusts

This resource center is dedicated to the stakeholder’s perspectives on developments impacting collective investment trusts (CITs) and their investors. Here, you'll find a wealth of information, including ICI's latest research and analysis of the CIT market and operations. Additionally, we highlight our ongoing advocacy efforts to ensure CIT products continue to effectively serve retirement investors.

Overview

Collective investment trusts (CITs) have seen rapid growth in recent years, driven by increasing demand from retirement plan sponsors, advisors, and institutional investors seeking cost-efficient, flexible investment structures. This resource is focused on how the industry can improve operational efficiency and operate at scale in service of retirement investors.

ICI Contacts

Key Resources

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Modernizing CIT Operations to Support the Next Phase of Growth

Demand for collective investment trusts has surged, driven by retirement plan sponsors, advisors, and institutional investors looking for cost‑efficient, flexible investment structures. This expansion has created meaningful benefits for plans and participants, but it has also exposed operational limitations in systems not designed for the size and complexity of today’s CIT offerings.

ICI’s recently launched CIT resource hub provides a single place for operational, policy, and legal information and resources for our CIT members and committees, including the CIT Advisory Committee...

Automation as a Foundation for Scalable Operations CITs should consider adopting an operational model centered on automation and relying more heavily on automated processing services. Using mutual...

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An Overview of Operating Collective Investment Trusts at Scale

Collective investment trusts have seen rapid growth in recent years, driven by increasing demand from 401(k) and other retirement plan sponsors, advisors, and institutional investors seeking additional cost-efficient and flexible investment structures. That growth has delivered clear benefits for plans and their participants, but it has also placed new strains on operational frameworks that were not designed to support today’s scale or complexity of CIT offerings.